Induction Planning & Tracking

(Add and amend items to suit your organisation. To view the notes in this spreadsheet - mouseover cells with red triangle.)

Person Done Check or Follow-up Action or

Where When
Responsible (when) Evaluation Comments

Values

Familiarise/refresher re. Code of

Practice
Familiarise/refresher re. National Care
Standards (where applicable)

Introduction to Social Service

Practice

Familiarise with policies & procedures

re abuse and protection of vulnerable
individuals
Personal Safety (policies, workers'
right etc.)
Ongoing Learning & Development:
Expectations & Processes
Identify Current Skills
Identify Training Needs
Development of personal objectives
and goals (Personal Development
Plan)
Opportunities for self-driven
development
Performance evaluation
Workforce registration arrangements
discsussed and actioned
Organisation

Timings and induction overview

Organizational history and
background overview
Statement of Purpose
Organisation overview and structure
Departmental structure and
interfaces
Who's who (names, roles,
responsibilities)
Other sites and locations
Dress codes
Basic communications overview
Facilities and amenities
Pay
Absenteeism and lateness
Holidays
Sickness
Pension
Trades Unions
Rights and legal issues
Data Protection/Freedom of
Information: Organisational
expectations & processes
Personnel systems and records
overview
Access to personal data
Time and attendance system
Security, access, passes
Transport and parking
Creche and childcare
Grievance procedures
Discipline procedures
Appraisals
Access to Learning & development
Mentoring
Career paths
Health and Safety, and hazard
reporting
Physical examinations, eye test etc.
Emergency procedures, fire drill, first
aid
Accident reporting
Personal Protective Equipment
Use, care, and issue of equipment
Service Monitoring/Quality Assurance
- Processes & Purposes
General administration

Service Specific

Service structure
Service functions and aims
Related services and functions
How the Service works and relates to
others
How the job role fits into the wider
service
Shadowing colleagues with similar
and related job roles
Shadowing other professionals with
related job roles
Service specific reporting, and
management structures
Terminology, jargon, glossary,
definitions of local terms
Legislation, Policy & Procedures
(Service Specific)
Expectations, standards, current
priorities
Job specific health and safety training
Job-specific administration
Performance reporting

The Workplace

Local workplace amenities, catering,

etc.
Local security, time and attendance,
sickness, absenteeism, holidays, etc.
Telephone System - operation
Local emergency procedures
Local departmental structure
Workplace functions and aims
Team and management
Related departments and functions
How the workplace relates to others

Politics, protocols, unwritten rules

Confidentiality
Workplace tour
Shadowing colleagues with similar
and related job roles
Visits and to other relevant
workplaces and other organisations
Attendance at team meetings or
project groups
Work space (If appropriate)
Local housekeeping
Stationery and supplies
Job description - duties, authority,
scope, area/coverage/territory
Where to go, who to call, who to ask
for help and advice
Use of job specific materials,
substances, consumables (as
appropriate)
Social activities and clubs, etc.
Initial induction de-brief and feedback
Training support, assistance, mentor
support
Confirmation of next training actions

Add, amend, and expand items as

required.